Universe · entity
Future Financial Wealth Managment LLC
Institutional manager (13F) · CIK 1801892
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $130M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | $17M | 64,600 |
| 2 | VANGUARD INDEX FDS | $17M | 26,279 |
| 3 | JANUS DETROIT STR TR | $7M | 147,469 |
| 4 | CAPITAL GROUP DIVIDEND VALUE | $7M | 143,384 |
| 5 | ISHARES TR | $6M | 22,623 |
| 6 | T ROWE PRICE ETF INC | $5M | 119,727 |
| 7 | ETFIS SER TR I | $4M | 189,099 |
| 8 | ALPHABET INC | $4M | 11,414 |
| 9 | PROCTER & GAMBLE CO | $4M | 24,890 |
| 10 | J P MORGAN EXCHANGE TRADED F | $3M | 73,487 |
| 11 | ISHARES TR | $3M | 74,217 |
| 12 | VANECK ETF TRUST | $3M | 6,921 |
| 13 | INVESCO EXCH TRADED FD TR II | $3M | 23,844 |
| 14 | FIDELITY MERRIMACK STR TR | $3M | 65,546 |
| 15 | ISHARES TR | $3M | 62,643 |
| 16 | SELECT SECTOR SPDR TR | $3M | 17,983 |
| 17 | LAZARD ACTIVE ETF TR | $3M | 75,731 |
| 18 | ISHARES TR | $2M | 10,482 |
| 19 | APPLE INC | $2M | 8,799 |
| 20 | ISHARES TR | $2M | 27,763 |
| 21 | AMAZON COM INC | $2M | 6,842 |
| 22 | VANECK ETF TRUST | $2M | 123,225 |
| 23 | ELI LILLY & CO | $2M | 1,753 |
| 24 | ABBVIE INC | $1M | 5,951 |
| 25 | COHEN & STEERS REIT & PFD & | $1M | 57,270 |
| 26 | VERIZON COMMUNICATIONS INC | $1M | 25,554 |
| 27 | NVIDIA CORPORATION | $1M | 5,619 |
| 28 | REAVES UTIL INCOME FD | $1M | 24,202 |
| 29 | J P MORGAN EXCHANGE TRADED F | $977k | 16,699 |
| 30 | META PLATFORMS INC | $956k | 1,424 |
| 31 | VANGUARD SPECIALIZED FUNDS | $921k | 4,103 |
| 32 | INVESCO QQQ TR | $916k | 1,437 |
| 33 | INVESCO EXCH TRADED FD TR II | $910k | 45,942 |
| 34 | JPMORGAN CHASE & CO | $904k | 2,956 |
| 35 | MICROSOFT CORP | $893k | 2,171 |
| 36 | IRON MTN INC DEL | $868k | 7,646 |
| 37 | BARINGS CORPORATE INVS | $844k | 47,021 |
| 38 | DUKE ENERGY CORP NEW | $811k | 6,336 |
| 39 | SIMON PPTY GROUP INC NEW | $810k | 4,017 |
| 40 | ALPHABET INC | $801k | 2,375 |
| 41 | ISHARES TR | $778k | 1,106 |
| 42 | INTERNATIONAL BUSINESS MACHS | $764k | 3,120 |
| 43 | CLEARBRIDGE ENERGY MIDSTREAM | $758k | 15,428 |
| 44 | PFIZER INC | $684k | 25,162 |
| 45 | UNITEDHEALTH GROUP INC | $671k | 2,136 |
| 46 | EXXON MOBIL CORP | $662k | 4,440 |
| 47 | RTX CORPORATION | $646k | 3,255 |
| 48 | JOHNSON & JOHNSON | $644k | 2,698 |
| 49 | EA SERIES TRUST | $628k | 13,899 |
| 50 | GLOBAL X FDS | $617k | 11,704 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.